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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,612 | $124,330+58.9% | $109,173+81.0% | $167,536+18.0% |
| Participation rate | 94.4% | 79.5%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 15.85% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $8,602 | $4,209+104.4% | $3,723+131.1% | $4,839+77.8% |
| Participant deferral / active EE | $7,300 | $5,256+38.9% | $4,654+56.9% | $6,342+15.1% |
| Admin fee / account holder | $7,498 | $7,974-6.0% | $6,755+11.0% | $12,315-39.1% |